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Okta (OKTA) Institutional Ownership

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$89.72 -4.09 (-4.35%)
As of 11:46 AM Eastern
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Institutional Ownership Changes (13F Filings) for Okta (NASDAQ:OKTA)

Current
Institutional Ownership
Percentage
86.64%
Number of
Institutional Buyers
(last 12 months)
542
Total
Institutional Inflows
(last 12 months)
$3.38B
Number of
Institutional Sellers
(last 12 months)
330
Total
Institutional Outflows
(last 12 months)
$12.01B
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OKTA Institutional Buying and Selling by Quarter

Okta Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/26/2026Glenmede Trust Co. NA540,947$42.58M0.2%+7.0%0.306%
5/19/2026 Bank of America Corp DE1,496,896$117.82M0.0%+0.4%0.846%
5/19/2026 Edgestream Partners L.P.20,373$1.60M0.1%-57.4%0.012%
5/19/2026 Arkadios Wealth Advisors12,295$968K0.0%+133.4%0.007%
5/19/2026 South Dakota Investment Council47,783$3.76M0.1%+11.1%0.027%
5/19/2026 IFS Group LLC4,765$375K0.3%N/A0.003%
5/19/2026 Encore Global Management LP25,500$2.01M1.4%N/A0.014%
5/19/2026 Smith Group Asset Management LLC377,105$29.68M1.5%+9.3%0.213%
5/18/2026 Amundi609,207$47.95M0.0%+19.7%0.344%
5/18/2026 EverSource Wealth Advisors LLC1,333$105K0.0%+10.7%0.001%
5/18/2026 California State Teachers Retirement System261,827$20.61M0.0%-1.4%0.148%
5/18/2026 Royal Bank of Canada283,507$22.31M0.0%+112.3%0.160%
5/18/2026 Empowered Funds LLC167,701$13.20M0.1%+1,421.9%0.095%
5/16/2026 The Manufacturers Life Insurance Company 112,530$8.86M0.0%+21.4%0.064%
5/16/2026 Infrastructure Capital Advisors LLC5,948$468K0.0%+15.5%0.003%
5/16/2026 Quantinno Capital Management LP746,009$58.72M0.1%+114.3%0.422%
5/16/2026 SummitTX Capital L.P.13,197$1.04M0.0%N/A0.007%
5/15/2026 OMERS ADMINISTRATION Corp8,457$666K0.0%+27.2%0.005%
5/15/2026 Granahan Investment Management LLC40,843$3.22M0.2%-16.9%0.023%
5/15/2026 Senvest Management LLC830,515$65.37M2.2%+54.5%0.470%
5/14/2026 Public Employees Retirement System of Ohio96,882$7.63M0.0%-8.7%0.055%
5/14/2026 Sellaronda Global Management LP170,000$13.38M8.8%-8.1%0.096%
5/14/2026 Bank of Nova Scotia21,990$1.73M0.0%+21.5%0.012%
5/14/2026 Sei Investments Co.365,265$28.75M0.0%+50.6%0.206%
5/14/2026 Alamar Capital Management LLC35,695$2.81M1.7%N/A0.020%
5/13/2026 Cetera Investment Advisers41,735$3.29M0.0%+10.6%0.024%
5/13/2026 Aureus Asset Management LLC12,360$973K0.1%N/A0.007%
5/13/2026 NewEdge Wealth LLC56,204$4.42M0.1%-26.1%0.032%
5/13/2026 First Trust Advisors LP4,194,608$330.16M0.2%-30.4%2.371%
5/12/2026 Westpac Banking Corp2,700$213K0.0%+48.4%0.002%
5/12/2026 ABN Amro Investment Solutions6,418$505K0.0%-42.7%0.004%
5/8/2026 PNC Financial Services Group Inc.8,945$704K0.0%-16.8%0.005%
5/8/2026 Oslo Pensjonsforsikring AS2,749$216K0.0%N/A0.002%
5/8/2026 Titan Global Capital Management USA LLC32,044$2.52M0.4%+2.5%0.018%
5/7/2026 Carson Advisory Inc.3,800$299K0.2%N/A0.002%
5/7/2026 Meeder Advisory Services Inc.3,399$268K0.0%N/A0.002%
5/7/2026 Dimensional Fund Advisors LP1,249,173$98.29M0.0%-3.7%0.706%
5/7/2026 Parallel Advisors LLC5,611$442K0.0%+20.3%0.003%
5/7/2026 KBC Group NV44,796$3.53M0.0%+5.8%0.025%
5/7/2026 S&CO Inc.72,779$5.73M0.4%+19.5%0.041%
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5/7/2026 SEB Asset Management AB34,814$2.74M0.0%N/A0.020%
5/7/2026 Swiss National Bank497,300$39.14M0.0%+7.7%0.281%
5/7/2026 Mediolanum International Funds Ltd52,343$3.95M0.0%-47.0%0.030%
5/6/2026 California Public Employees Retirement System291,645$22.96M0.0%-2.0%0.165%
5/6/2026 Kera Capital Partners Inc.6,394$503K0.1%+18.4%0.004%
5/6/2026 Assetmark Inc.719$57K0.0%+81.1%0.000%
5/6/2026 Bessemer Group Inc.32,752$2.58M0.0%+2.1%0.019%
5/6/2026 SteelPeak Wealth LLC5,166$407K0.0%+2.8%0.003%
5/6/2026 Allspring Global Investments Holdings LLC3,553,091$281.21M0.5%+71.9%2.009%
5/6/2026 Independent Financial Group LLC6,796$535K0.0%N/A0.004%
5/6/2026 Frazier Financial Advisors LLC598$47K0.0%-25.5%0.000%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super61,534$4.84M0.1%N/A0.035%
5/5/2026 Wealthfront Advisers LLC7,729$608K0.0%-26.2%0.004%
5/5/2026 D.A. Davidson & CO.2,936$231K0.0%-8.7%0.002%
5/5/2026 Geneos Wealth Management Inc.14,624$1.15M0.0%-11.2%0.008%
5/5/2026 Sanctuary Advisors LLC12,278$966K0.0%+12.9%0.007%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,691$369K0.0%N/A0.003%
5/4/2026 Center for Financial Planning Inc.795$63K0.0%+76.7%0.000%
5/4/2026 State of Michigan Retirement System43,800$3.45M0.0%+2.3%0.025%
5/4/2026 Principal Financial Group Inc.379,433$29.87M0.0%+4.9%0.215%
5/4/2026 Y.D. More Investments Ltd14,471$1.14M0.0%-8.9%0.008%
5/2/2026 International Assets Investment Management LLC3,528$279K0.0%+143.0%0.002%
5/2/2026 Diversify Wealth Management LLC27,265$2.08M0.0%N/A0.015%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS42,459$3.34M0.0%+0.7%0.024%
5/1/2026 Citizens Financial Group Inc. RI6,101$480K0.0%-26.2%0.003%
5/1/2026 Fifth Third Bancorp47,245$3.72M0.0%+1,901.1%0.027%
5/1/2026 American Trust2,865$226K0.0%+12.8%0.002%
5/1/2026 Advisors Management Group Inc. ADV24,381$1.92M0.3%-13.0%0.014%
5/1/2026 Candriam S.C.A.18,193$1.43M0.0%-0.9%0.010%
5/1/2026 Sequoia Financial Advisors LLC5,686$448K0.0%+11.8%0.003%
4/30/2026 SkyOak Wealth LLC5,150$405K0.1%+33.8%0.003%
4/30/2026 Kestra Advisory Services LLC10,146$799K0.0%+4.8%0.006%
4/30/2026 Azzad Asset Management Inc. ADV8,253$650K0.1%N/A0.005%
4/30/2026 Sumitomo Mitsui Trust Group Inc.355,720$28.00M0.0%-4.4%0.201%
4/30/2026 Resona Asset Management Co. Ltd.49,760$3.89M0.0%+2.5%0.028%
4/30/2026 Greenwood Capital Associates LLC6,193$487K0.1%-6.4%0.004%
4/30/2026 Oregon Public Employees Retirement Fund34,684$2.73M0.0%+3.5%0.020%
4/30/2026 Staley Capital Advisers Inc.22,084$1.74M0.1%-91.0%0.012%
4/29/2026 Montag A & Associates Inc.1,555$122K0.0%-15.2%0.001%
4/29/2026 Resonant Capital Advisors LLC5,521$435K0.0%+8.3%0.003%
4/29/2026 Burney Co.3,063$241K0.0%-56.1%0.002%
4/29/2026 Swedbank AB2,216,588$174.47M0.2%+21.9%1.253%
4/29/2026 Avory & Company LLC20,236$1.59M2.1%N/A0.011%
4/28/2026 Stephens Inc. AR24,243$1.91M0.0%+334.3%0.014%
4/28/2026 Stephens Investment Management Group LLC443,827$34.93M0.5%+1.4%0.251%
4/28/2026 Praxis Investment Management Inc.5,102$402K0.0%+43.8%0.003%
4/28/2026 Revisor Wealth Management LLC3,274$258K0.1%-19.1%0.002%
4/28/2026 V Square Quantitative Management LLC505$40K0.0%-21.8%0.000%
4/27/2026 New York State Teachers Retirement System124,766$9.82M0.0%-0.6%0.071%
4/27/2026 Private Advisor Group LLC25,979$2.05M0.0%+1.0%0.015%
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4/27/2026 Optas LLC2,935$231K0.0%N/A0.002%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund79,750$6.28M0.0%+97.4%0.045%
4/27/2026 Fideuram Intesa Sanpaolo Private Banking S.P.A.137,420$10.82M0.4%+6.1%0.078%
4/25/2026 Strs Ohio4,003$315K0.0%-96.7%0.002%
4/25/2026 Keybank National Association OH19,061$1.50M0.0%-11.3%0.011%
4/24/2026 IFM Investors Pty Ltd32,178$2.53M0.0%+4.6%0.018%
4/24/2026 Redwood Wealth Management Group LLC7,341$578K0.2%-2.7%0.004%
4/23/2026 GraniteShares Advisors LLC5,171$407K0.3%-10.4%0.003%
4/23/2026 SJS Investment Consulting Inc.751$59K0.0%+1,265.5%0.000%
4/22/2026 My Personal CFO LLC111,804$8.80M3.9%+19.2%0.063%


OKTA Institutional Ownership - Frequently Asked Questions

During the previous two years, 847 institutional investors and hedge funds held shares of Okta. The most heavily invested institutionals were Vanguard Group Inc. ($1.56B), Massachusetts Financial Services Co. MA ($367.48M), First Trust Advisors LP ($330.16M), Geode Capital Management LLC ($281.25M), Allspring Global Investments Holdings LLC ($281.21M), American Century Companies Inc. ($268.45M), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($215.78M).Learn more on Okta's institutional investors.

86.64% of Okta's stock is owned by institutional investors. Learn more on OKTA's institutional investor holdings.

Of the 756 institutional investors that purchased Okta's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($7.13M), Massachusetts Financial Services Co. MA ($4.64M), Allspring Global Investments Holdings LLC ($3.48M), Swedbank AB ($3.15M), Ninety One UK Ltd ($2.74M), Alyeska Investment Group L.P. ($2.73M), and Vanguard Group Inc. ($2.59M).

Institutional investors have bought a total of 36,952,840 shares in the last 24 months. This purchase volume represents approximately $3.38B in transactions.

Of the 329 institutional investors that sold Okta's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Voya Investment Management LLC ($91.32M), Truist Financial Corp ($6.22M), Bank of Montreal Can ($4.67M), HighTower Advisors LLC ($3.65M), First Trust Advisors LP ($2.03M), Vanguard Group Inc. ($1.75M), and Alkeon Capital Management LLC ($1.52M).

Institutional investors have sold a total of 131,351,101 shares in the last 24 months. This volume of shares sold represents approximately $12.01B in transactions.


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This page (NASDAQ:OKTA) was last updated on 5/27/2026 by MarketBeat.com Staff.
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